RVPG
Relative Value Partners Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $375K | Sell |
3,862
-939
| -20% | -$91.2K | 0.05% | 246 |
|
|
2024
Q1 | $419K | Buy |
4,801
+32
| +0.7% | +$2.79K | 0.03% | 212 |
|
|
2023
Q4 | $445K | Buy |
4,769
+1,959
| +70% | +$183K | 0.03% | 211 |
|
|
2023
Q3 | $229K | Buy |
+2,810
| New | +$229K | 0.02% | 240 |
|
|
2019
Q4 | – | Sell |
-5,000
| Closed | -$213K | – | 172 |
|
|
2019
Q3 | $213K | Hold |
5,000
| – | – | 0.02% | 150 |
|
|
2019
Q2 | $219K | Hold |
5,000
| – | – | 0.02% | 152 |
|
|
2019
Q1 | $211K | Buy |
+5,000
| New | +$211K | 0.02% | 154 |
|